Which portfolio would let you sleep better at night?

Two different portfolios.
Portfolio 1 consists of:
$SPDR S&P 500 ETF(SPY.US)$ (70%)
$Invesco QQQ Trust(QQQ.US)$ (20%)
$Vanguard Long-Term Treasury ETF(VGLT.US)$ (10%)
Aim: to capitalise on the growth sector while maintaining some of that “diversification” that comes from SPY and VGLT
Portfolio 2 consists of:
$Invesco QQQ Trust(QQQ.US)$ (60%)
$Consumer Staples Select Sector SPDR Fund(XLP.US)$ (20%)
$The Health Care Select Sector SPDR® Fund(XLV.US)$ (20%)
Aim: to make targeting more “to the point”. With being aggressive with growth sector but also hedging with a fair amount of defensive sector, this will make you miss out on some other sectors (Industrial, Energy, Utilities)
By the way by looking on portfolio visualiser, portfolio 2 seems to outperform way above portfolio 1 from 2000-2023
Thanks boys! $S&P 500 Index(.SPX.US)$ $Dow Jones Industrial Average(.DJI.US)$ $Nasdaq Composite Index(.IXIC.US)$